2023-11-06T15:33:39-06:00 2022-12-31 390859910 BAKER TILLY US LLP 381 CHESTNUT STREET MEADVILLE PA 16335 990 2022-01-01 260877186 SPIRITRUST LUTHERAN LIFE FKA LIFE LUTHERAN SERVICES INC SPIR 7172645433 840 FIFTH AVENUE CHAMBERSBURG PA 17201 ROBERT L RUNDLE JR PRESIDENT 7172645433 2023-11-01 1 ROBERT RUNDLE JR 999009999 0 KELLY A BROCIOUS CPA P01254262 8143362133 2023-11-01 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT L RUNDLE JR 840 FIFTH AVENUE CHAMBERSBURG PA 17201 10313155 0 9386 X WWW.SPIRITRUSTLUTHERANLIFE.ORG X 2006 PA SPIRITRUST LUTHERAN LIFE WITNESSES TO THE GOSPEL OF JESUS CHRIST BY PROVIDING COMPREHENSIVE HEALTH CARE AND SOCIAL SUPPORT TO MAXIMIZE THE QUALITY OF LIFE FOR OLDER ADULTS IN THE COMMUNITIES THAT WE SERVE. 9 8 53 8 5767 1077 58820 77742 9416205 8687723 0 1541923 18771 5767 9493796 10313155 0 0 0 0 2826157 2532836 0 0 0 6488481 7161434 9314638 9694270 179158 618885 3486716 2687385 10029262 8611046 -6542546 -5923661 SPIRITRUST LUTHERAN LIFE WITNESSES TO THE GOSPEL OF JESUS CHRIST BY PROVIDING COMPREHENSIVE HEALTH CARE AND SOCIAL SUPPORT TO MAXIMIZE THE QUALITY OF LIFE FOR OLDER ADULTS IN THE COMMUNITIES THAT WE SERVE. 0 0 8695068 8687723 SPIRITRUST LUTHERAN LIFE (LIVING INDEPENDENCE FOR THE ELDERLY) IS A CREATIVE PROGRAM THAT SERVES SENIORS WHO ARE ELIGIBLE FOR NURSING HOME LEVEL OF CARE BUT CAN BE MAINTAINED SAFELY IN THE COMMUNITY WITH THE ASSISTANCE OF LIFE. VIRTUALLY ALL PROGRAM PARTICIPANTS ARE AT AN INCOME LEVEL THAT MAKES THEM ELIGIBLE FOR MEDICAL ASSISTANCE SUPPORT. THE PROGRAM PROVIDES ACCESS TO THE FULL CONTINUUM OF PREVENTIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES. AN INTERDISCIPLINARY TEAM COMPRISED OF DOCTORS, NURSES, SOCIAL WORKERS, REHABILITATION SPECIALISTS, OTHER HEALTH CARE PROFESSIONALS, THE PARTICIPANT AND/OR CAREGIVERS DETERMINE INDIVIDUAL NEEDS AND TOGETHER DEVELOP A PLAN FROM WHICH SERVICES ARE COORDINATED. 8695068 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 128 0 53 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA MD X ROBERT L RUNDLE JR 7178543971 1050 PENNSYLVANIA AVENUE YORK PA 17404 ROBERT L RUNDLE JR PRESIDENT/CEO 3.50 46.50 X X 0 490271 26716 JOHN REINERT CHAIR 0.50 X X 0 0 0 ANGELA THOMAS VICE CHAIR 0.50 X X 0 0 0 DONNA HOCKER SECRETARY 0.50 X X 0 0 0 DANA BLOUCH-HANSON DIRECTOR 0.50 X 0 0 0 JANYCE COLLIER DIRECTOR 0.50 X 0 0 0 FAROOQ KHOKHAR DIRECTOR 0.50 X 0 0 0 ANDREA MCPHERSON DIRECTOR 0.50 X 0 0 0 TOM MURPHY DIRECTOR 0.50 X 0 0 0 JORGE M DIDUSZYN MD MEDICAL DIRECTOR 40.00 X 223207 0 19370 BLAKE BRADISH DIRECTOR OF LIFE 40.00 X 105340 0 7734 328547 490271 53820 2 0 1 0 CAREKINESIS INC 228 STRAWBRIDGE DR SUITE 100 MOORESTOWN NJ 08057 PHARMACY 1095297 MCHS CHAMBERSBURG DEPT L-2653 COLUMBUS OH 43260 LONG TERM CARE SERVICES 516192 CHAMBERSBURG HOSPITAL 760 E WASHINGTON STREET CHAMBERSBURG PA 17201 HEALTH CARE SERVICES 433603 THE MEADOWS AT CAMP HILL FOR NURSING 46 ERFORD ROAD CAMP HILL PA 17011 LONG TERM CARE SERVICES 286794 CLAREMONT NURSING AND REHAB CENTER 1000 CLAREMONT RD CARLISLE PA 17013 LONG TERM CARE SERVICES 144167 10 77742 77742 PATIENT SERVICE REVENUE 900099 8687723 8687723 8687723 5767 0 5767 5767 5767 1541923 0 1541923 1541923 1541923 10313155 8687723 5767 1541923 X 2188815 1773159 415656 21793 17655 4138 166151 134599 31552 156077 126438 29639 20376 20376 4277548 4120241 157307 48151 48151 207723 191171 16552 93506 93506 466679 466679 108073 83355 24718 461 461 183423 183423 94143 94143 129218 129218 MEDICAL EQUIPMENT AND S 1277144 1277144 VEHICLE/TRANSPORTATION 90678 90678 OTHER EXPENSE 69302 30519 38783 EQUIPMENT RENTAL & MAIN 50522 40989 9533 44487 16724 27763 9694270 8695068 999202 0 600 163380 267036 2244054 149504 161341 1466268 1347658 3069576 118610 3486716 2687385 1464292 2205485 5197915 1990628 3367055 4414933 10029262 8611046 X -6543496 -5924611 950 950 -6542546 -5923661 3486716 2687385 618885 0 X X 0 1 X 1 0 X 7092 4715 635463 58820 77742 783832 8682676 10624992 10324966 9416205 8687723 47736562 8689768 10629707 10960429 9475025 8765465 48520394 0 0 0 48520394 141243 156050 121758 42340 5767 467158 141243 156050 121758 42340 5767 467158 26789 117455 144244 8857800 10903212 11082187 9517365 8771232 49131796 0.98760 0.98530 0.00950 0.01170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1466268 1347658 118610 118610 DUE TO AFFILIATES 4414933 4414933 X PART X, LINE 2: SPIRITRUST LUTHERAN, SPIRITRUST LUTHERAN HOME CARE & HOSPICE, SHREWSBURY HOUSING, INC., CHAMBERSBURG HOUSING, INC., WEST MANHEIM HOUSING, INC., AND SPIRITRUST LUTHERAN LIFE ARE NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND HAVE BEEN RECOGNIZED AS TAX EXEMPT UNDER SECTION 501(A) OF THE CODE UNDER A GROUP EXEMPTION WITH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). THE ORGANIZATION HAS CONCLUDED THAT AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS FOR YEARS ENDED DECEMBER 31, 2019, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. 0 0 0 0 0 0 0 0 0 ROBERT L RUNDLE JR PRESIDENT/CEO 0 486707 0 0 0 3564 0 12679 0 14037 0 516987 0 0 JORGE M DIDUSZYN MD MEDICAL DIRECTOR 222319 0 49 0 839 0 0 0 19370 0 242577 0 0 0 PART I, LINE 3 SPIRITRUST LUTHERAN LIFE'S PRINCIPAL OFFICER/CEO ROBERT L. RUNDLE, JR. IS PAID BY SPIRITRUST LUTHERAN. SPIRITRUST LUTHERAN USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: -COMPENSATION COMMITTEE -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 3 SPIRITRUST LUTHERAN LIFE'S MANAGEMENT SERVICES ARE PROVIDED BY SPIRITRUST LUTHERAN, A TAX-EXEMPT AFFILIATE. SPIRITRUST LUTHERAN CHARGES LIFE A MONTHLY FEE BASED ON A BUDGETED ALLOCATION OF THE EXPENSES OF THE CEO, COO, CFO & OTHER SENIOR LEADERS THAT PROVIDE OVERSIGHT AND SUPPORT TO LIFE. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION IS SPIRITRUST LUTHERAN, A PENNSYLVANIA NON-PROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD MEMBERS OF SPIRITRUST LUTHERAN LIFE ARE SELECTED BY THE SOLE MEMBER (SPIRITRUST LUTHERAN). FORM 990, PART VI, SECTION A, LINE 7B WITHOUT THE APPROVAL OF THE MEMBER (SPIRITRUST LUTHERAN), THE BOARD MAY NOT: (A) INITIATE, CEASE, OR SIGNIFICANTLY MODIFY ANY FUND-RAISING ACTIVITIES OR PLANS FOR SOLICITATION OF CHARITABLE CONTRIBUTIONS OR FOR THE SOLICITATION OR ACCEPTANCE AS A GIFT OF ANY REAL PROPERTY OR INTEREST THEREIN (B) CHANGE THE AREA SERVED BY THE CORPORATION (C) BORROW MORE THAN $25,000 UNDER TERMS WHICH PROVIDE FOR REPAYMENT PERIOD IN EXCESS OF THREE MONTHS (D) ENTER INTO ANY LEASES WHICH WOULD OBLIGATE THE CORPORATION TO MAKE RENTAL PAYMENTS IN EXCESS OF $25,000 PER YEAR (E) PURCHASE INSURANCE POLICIES (F) UNDERTAKE ANY CAPITAL EXPENDITURES IN EXCESS OF $25,000 AND ANY CAPITAL EXPENDITURES INVOLVING RELATED PROJECTS WHICH, IN THE AGGREGATE, EXCEED $50,000 (G) ADOPT ANY ORIGINAL OR REVISED CAPITAL OR OPERATING BUDGETS WHICH WOULD RESULT IN ANY EXPENDITURE IN EXCESS OF $25,000 OVER ANTICIPATED REVENUE (H) AMEND THE CORPORATION'S ARTICLES OF INCORPORATION OR BYLAWS (I) INITIATE, CEASE OR SIGNIFICANTLY MODIFY ANY OF THE CORPORATION'S LINES OF SERVICE, PRODUCTS OR PROGRAMS (J) SELL, RELINQUISH, OR OTHERWISE AUTHORIZE A CHANGE IN CONTROL OF MORE THAN 30% OF THE CORPORATION'S ASSETS (K) SELECT, REMOVE OR REPLACE INDEPENDENT ACCOUNTANTS AND AUDITORS FOR THE CORPORATION (L) AUTHORIZE FUNDAMENTAL CHANGES TO THE CORPORATION, INCLUDING THE ADOPTION OF A PLAN OF DISSOLUTION OF THE CORPORATION; THE ADOPTION OF A PLAN OF MERGER, CONSOLIDATION, DIVISION, CONVERSION OR AFFILIATION WITH ANOTHER ENTITY; AND CHANGE TO THE CURRENT CORPORATION'S CORPORATE ORGANIZATIONAL STRUCTURE (M) AUTHORIZE AND DESIGNATE OFFICERS OF THE CORPORATION TO EXECUTE A DEED OF ASSIGNMENT FOR THE BENEFIT OF CREDITORS; FILE A VOLUNTARY PETITION IN BANKRUPTCY; FILE AN ANSWER CONSENTING TO THE APPOINTMENT OF A RECEIVER; OR FILE AN ANSWER TO AN INVOLUNTARY PETITION IN BANKRUPTCY (N) ORGANIZE OR ACQUIRE ANY SUBSIDIARY OR AFFILIATE FORM 990, PART VI, SECTION B, LINE 11B SPIRITRUST LUTHERAN LIFE HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE RETURN IS THEN FINALIZED AND THE BOARD IS PROVIDED A COPY OF THE FORM 990 TO REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C SPIRITRUST LUTHERAN LIFE ANNUALLY REQUIRES ITS BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES TO COMPLETE A CONFLICTS OF INTEREST FORM, WHICH IS KEPT ON FILE BY THE ORGANIZATION. DURING BOARD MEETINGS, IF AN INTERESTED PARTY HAS A CONFLICT, HE/SHE RECUSES THEMSELVES FROM VOTING. IF CONFLICTS ARE MADE KNOWN WITH OTHER EMPLOYEES IN THE ORGANIZATION, A PLAN IS DEVELOPED FOR THAT EMPLOYEE TO AVOID INFLUENCING DECISION MAKING IN THE AREA OF CONFLICT. THIS PLAN IS DEVELOPED BY THE EMPLOYEE'S MANAGER AND APPROVED BY THE DEPARTMENT DIRECTOR. THIS PLAN WILL BE AGREED UPON BY THE EMPLOYEE AND MONITORED BY THE MANAGER. FORM 990, PART VI, SECTION B, LINE 15 SPIRITRUST LUTHERAN LIFE'S CEO IS PAID BY SPIRITRUST LUTHERAN. SPIRITRUST LUTHERAN UTILIZES SALARY SURVEY INFORMATION TO DETERMINE THE COMPENSATION AMOUNTS OF ALL EMPLOYEES WITHIN THE ORGANIZATION, INCLUDING THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES. THE SALARY SURVEY INFORMATION ENSURES THAT PAY RATES ARE COMPETITIVE. SALARY RANGES FOR JOB CLASSES ARE ADJUSTED BASED ON THE SALARY SURVEY INFORMATION AND THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. A BUDGETED MERIT INCREASE PERCENTAGE IS ALSO SUBJECT TO BOARD APPROVAL. THE ORGANIZATION'S COMPENSATION PROCESS TAKES PLACE ANNUALLY AT THE NOVEMBER BOARD MEETING AND IS NOTED IN THE MINUTES. AN EXECUTIVE SESSION FOLLOWS THE BOARD MEETING TO DISCUSS THE ANNUAL EVALUATION AND COMPENSATION INCREASE FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 SPIRITRUST LUTHERAN LIFE MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE CONSOLIDATED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 4,120,241. MANAGEMENT AND GENERAL EXPENSES 157,307. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,277,548. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THE PROCESS IS CONSISTENT WITH PRIOR YEARS AND HAS NOT CHANGED. CHAMBERSBURG HOUSING INC 1050 PENNSYLVANIA AVENUE YORK PA 17404 232847365 PROVIDES HOUSING FOR THE ELDERLY AND DISABLED PERSONS PA 501(C)(3) LINE 10 SPIRITRUST LUTHERAN 0 EVANGELICAL LUTHERAN CHURCH IN AMERICA 1050 PENNSYLVANIA AVENUE YORK PA 17404 411568278 CHURCH PA 501(C)(3) LINE 1 0 SPIRITRUST LUTHERAN HOME CARE & HOSPICE 2700 LUTHER DRIVE CHAMBERSBURG PA 17202 251689293 HOME HEALTH CARE PA 501(C)(3) LINE 10 SPIRITRUST LUTHERAN 0 SPIRITRUST LUTHERAN FOUNDATION 1050 PENNSYLVANIA AVENUE YORK PA 17404 233032248 BUILDS PHILANTHROPIC RELATIONSHIPS PA 501(C)(3) LINE 10 SPIRITRUST LUTHERAN 0 SPIRITRUST LUTHERAN 1050 PENNSYLVANIA AVENUE YORK PA 17404 231476329 OPERATES RETIREMENT COMMUNITIES PA 501(C)(3) LINE 10 EVANGELICAL LUTHERAN CHURCH IN AMERICA 0 SHREWSBURY HOUSING INC 100 LUTHER ROAD SHREWSBURY PA 17361 232129859 PROVIDES HOUSING FOR THE ELDERLY AND DISABLED PERSONS PA 501(C)(3) LINE 10 SPIRITRUST LUTHERAN 0 WEST MANHEIM HOUSING INC 1050 PENNSYLVANIA AVENUE YORK PA 17404 200464684 PROVIDES HOUSING FOR THE ELDERLY AND DISABLED PERSONS PA 501(C)(3) LINE 10 SPIRITRUST LUTHERAN 0 0 0 0 0 1 0 0 0 0 0 1 0 1 1 1 1 0 0 0